Improved Campaign Flow
The campaign work flow has been improved so that it is easier to define the communication method and the time of campaign execution.
Step 1: When first starting the campaign flow, users will be asked what kind of campaign they would like to be sending: email, text or N/A. The flow will always default to N/A. Note: if the merchant does not have email selected as an available feature, “Email” will not show up in the pull down options. Likewise, for “Text Message”, the feature needs to be enabled in order for the Communication Method selection to display.
Step 2: When filtering to determine which guests should be targeted in this campaign, there is now an additional set of check boxes at the top of the filter set. When sending text campaigns, merchants should select guests who are “text opted in”.
Step 3: Select the text message that you would like dispatched at the time of the campaign’s execution. Similar to email execution, the individual text messages need to be created through a different page on the Paytronix system. Once the text message is created (and saved) it may be selected for use in a campaign.
When creating the text messages, users may choose to have a test text message sent prior to associating the message with a campaign.